See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,597 | $95,971-28.5% | $74,550-8.0% | $135,375-49.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,821 | $2,716-33.0% | $1,961-7.2% | $4,779-61.9% |
| Participant deferral / active EE | $2,668 | $3,843-30.6% | $3,108-14.2% | $5,609-52.4% |
| Admin fee / account holder | $4,454 | $6,522-31.7% | $5,060-12.0% | $10,827-58.9% |